The Setup tab is the starting point for your campaign. All of the options you choose here dictate what features and tabs are available for this campaign. You can return to this tab and change the main campaign options at any point, right up until sending.
Enter a name for your campaign in the Name input field, this is what your campaign will be displayed as in all parts of the platform.
If you are using engagement categories, start typing the category you want to use. A pick list of matching names is displayed, select the one you want to assign to this campaign.
Select the messaging channels for this campaign (you can choose more than one). Each channel will have its own tab for specific settings and content.
Using multiple channels
When selecting channels to use in a campaign, you can combine them for the best audience coverage. For example, use push notifications as a primary channel with SMS as a fallback channel, by setting the SMS message to be sent only to users not subscribed to push notifications.
A/B testing involves creating variants of your message that will be sent to a percentage of the campaign audience. The results can then be analysed to determine which variant was more successful in accomplishing your goals. This variant can then be used to inform future campaigns.
Selecting this checkbox will create a new section called Set A/B variants. Enter a description for message variant in the Short description input and define the size, if required, of a control group (a portion of targeted users that will not receive any messages) by entering a percentage figure in the Control group size input field.
Using a control group allows you to measure user activity between the audience that received a message and that which didn't, giving you a direct comparison of the influence gained by sending communication to your users.
It is possible to add new variants by clicking the Add variant button and to toggle each variant active or inactive based upon which ones you wish to run at any given time.
It's recommended to not set more than 7 variants and a Control Group.
The Multi-Language option allows you to communicate to your customers using different languages depending on the end-user's language preferences (e.g, address your french users in French, and your german users in German).
Selecting this checkbox will create a new section called Set languages where you choose language variants to include in your campaign. To add a new language, all you have to do is click the + Add language button and select the desired language.
Multi-language compatible campaign types
Multi-language is supported for on-site campaigns, web push, mobile app push, inbox and SMS campaigns.
Each channel tab in your campaign has content sections for each language added.
It's recommended to not set more than 18 language variants.
If you have a content feed with news stories or other forms of content, such as individual product recommendations, you can make this available in your messages by enabling the fetch dynamic content option. Including dynamically generated content in email messages details the setup needed.
Selecting this checkbox will create a new section called Set campaign goal.
Goals are made up of tag events or a combination of tag events that are the aim of the campaign, for example, subscribing to additional communications or completing a basket purchase. Users who go on to complete the goal of the campaign are tracked as a conversion.
Using goals in campaigns
Tag events that can be used as goals are device based only, as these tag hits are gathered from device activity, so goals are appropriate for campaigns using web push, mobile push, in-app and on-site messaging. Tags imported, updated via API or user profile tags (attributes) do not work as campaign goals.
Select Tag goal from the first drop list and start typing the name of the tag, which is completed for you or a list of tags including the typed text is displayed for you to choose from.
A drop list is presented with the following time comparisons:
- Within: it is followed by an input field for you to enter a number of days, hours, or minutes for this goal to be reached and a drop list to specify which time type.
- In date range: which is accompanied by a date picker. Select the from/to date range for this goal to be reached.
Updated about 2 months ago
For details on the other sections in the campaign creation workflow see: